Advisor moves

Departures from Waddell & Reed

2,486 moves
AdvisorFromToTypeLeftRegistered
Andrew John EvansWaddell & Reed otherCambridge Investment Research Advisors, Inc. otherOtherAug 14, 2012Aug 7, 2012
Jacqueline Seena ZweigWaddell & Reed otherAvantax Advisory Services otherOtherAug 14, 2012Aug 15, 2012
Ryan Michael FicksWaddell & Reed otherSvb Investment Services Inc. otherOtherAug 10, 2012Aug 22, 2017 (1838 d)
Jesse LindauerWaddell & Reed otherJ.P. Morgan Securities LLC wirehouseOtherAug 2, 2012Nov 7, 2013 (462 d)
Barclay KungWaddell & Reed otherHsbc Securities (USA) Inc. otherOtherJul 31, 2012Aug 1, 2012
Nico Johan KoopWaddell & Reed otherCambridge Investment Research Advisors, Inc. BD affiliatedOtherJul 27, 2012Jan 2, 2025 (4542 d)
Deborah Lynn EgglestonWaddell & Reed otherMML Investors Services, LLC otherOtherJul 26, 2012Aug 10, 2012
Pema Choki LakarWaddell & Reed otherCredit Suisse Securities (USA) LLC otherOtherJul 23, 2012Aug 28, 2012 (36 d)
Stefan LambertWaddell & Reed otherOsaic Fa, Inc. otherOtherJul 19, 2012Jul 27, 2012
Paula Renae JohnstonWaddell & Reed otherCetera Advisors LLC otherOtherJul 18, 2012Jul 25, 2012
Joel Christopher SimsWaddell & Reed otherTruist Advisory Services, Inc. BD affiliatedOtherJul 18, 2012Apr 7, 2023 (3915 d)
Jacqueline M ScaliseWaddell & Reed otherLPL Financial LLC otherOtherJul 17, 2012Jul 26, 2012
Nicholas Timothy SalisburyWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherJul 12, 2012Jul 10, 2012
Justin Adam DavisWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherJul 6, 2012Sep 7, 2012 (63 d)
Eric Scott JohnsonWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 20, 2012Jun 18, 2012
Bryson Blair BradenWaddell & Reed otherDenver Wealth Management, Inc. independent RIAOtherJun 13, 2012Sep 23, 2016 (1563 d)
Gabriel Aaron MarkleyWaddell & Reed otherEagle Strategies LLC otherOtherJun 13, 2012Oct 23, 2013 (497 d)
Tony B. WuWaddell & Reed otherWells Fargo Advisors wirehouseOtherJun 12, 2012Aug 28, 2012 (77 d)
Zachary Tobias BouckWaddell & Reed otherDenver Wealth Management, Inc. independent RIAOtherJun 6, 2012Sep 23, 2016 (1570 d)
William Gifford NewburyWaddell & Reed otherSagepoint Financial, Inc. otherOtherMay 23, 2012Aug 2, 2012 (71 d)
Matthew George ShahadyWaddell & Reed otherWoodbury Financial Services, Inc. otherOtherMay 21, 2012May 24, 2012
Jason A CurranWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 18, 2012Feb 15, 2013 (273 d)
Andrew Howard BaragWaddell & Reed otherMorgan Stanley wirehouseOtherMay 18, 2012Jun 1, 2012
Andrew Gilbert LynchWaddell & Reed otherSignator Investors, Inc. otherOtherMay 17, 2012Oct 16, 2013 (517 d)
Frank AcostaWaddell & Reed otherLPL Financial LLC otherOtherMay 8, 2012May 16, 2012
Joshua Ryan KightWaddell & Reed otherPrincipal Advised Services independent RIAOtherMay 8, 2012Oct 31, 2022 (3828 d)
William Glen NewburyWaddell & Reed otherFirst Financial Equity Corporation otherOtherMay 7, 2012Jun 26, 2012 (50 d)
Benjamin M TeichmanWaddell & Reed otherPark Avenue Securities LLC otherOtherMay 7, 2012Oct 22, 2012 (168 d)
Ralph Henry KapalczynskiWaddell & Reed otherCuna Brokerage Services, Inc. otherOtherMay 7, 2012May 22, 2012
John Joseph ImmingWaddell & Reed otherAdvocacy Wealth Management, LLC otherOtherMay 4, 2012Dec 19, 2014 (959 d)
Lori W MeterWaddell & Reed otherNew England Securities Corporation otherOtherMay 4, 2012May 22, 2012
Clark Douglas StevensWaddell & Reed otherIndependent Financial Group, LLC otherOtherMay 1, 2012May 31, 2012
John Paul KanakWaddell & Reed otherLPL Financial LLC BD affiliatedOtherApr 27, 2012Jan 9, 2025 (4640 d)
Linde Allen MurphyWaddell & Reed otherArgent Retirement Plan Advisors, LLC otherOtherApr 25, 2012Mar 13, 2018 (2148 d)
Michael S KellyWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 24, 2012May 9, 2012
Scott Richard FrazerWaddell & Reed otherCharles Schwab & Co., Inc. national BDOtherApr 19, 2012Apr 3, 2013 (349 d)
Dru Francis GirardWaddell & Reed otherGuggenheim Investments otherOtherApr 17, 2012Feb 25, 2014 (679 d)
Larry Deron GrantWaddell & Reed otherMsi Financial Services, Inc. otherOtherApr 16, 2012Jan 6, 2015 (995 d)
David Bart HillWaddell & Reed otherFortius Wealth Management LLC otherOtherApr 13, 2012Apr 23, 2012
Daniel Joseph MahleWaddell & Reed otherQuestar Asset Management, Inc. otherOtherApr 5, 2012Apr 4, 2012
Terrence Clayne JonesWaddell & Reed otherE*Trade Capital Management, LLC otherOtherApr 5, 2012Apr 4, 2012
Adam T GoochWaddell & Reed otherStrategic Advisers LLC national BDOtherApr 5, 2012Jan 31, 2013 (301 d)
Brandon Wayne StrotherWaddell & Reed otherMoney Concepts Advisory Service otherOtherMar 30, 2012Mar 28, 2012
Andrew TomlinsonWaddell & Reed otherLucia Capital Group otherOtherMar 30, 2012Mar 26, 2012
Troy James CrutcherWaddell & Reed otherMcilrath & Eck, LLC otherOtherMar 28, 2012May 7, 2012 (40 d)
Mark De GregorioWaddell & Reed otherTd Ameritrade Investment Management, LLC otherOtherMar 16, 2012Apr 25, 2012 (40 d)
Eric Scott KofordWaddell & Reed otherValic Financial Advisors, Inc. otherOtherMar 12, 2012Feb 27, 2012
Paul David SussmanWaddell & Reed otherWells Fargo Advisors wirehouseOtherMar 12, 2012Mar 1, 2012
Jeffrey Lynn ColemanWaddell & Reed otherFinancial Telesis, Inc. otherOtherMar 8, 2012Feb 24, 2012
Joseph Tsuyu GuoWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherMar 7, 2012May 9, 2013 (428 d)
Leonard D DewberryWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherMar 1, 2012Jan 9, 2013 (314 d)
Alexander Kane AssafWaddell & Reed otherNew England Securities Corporation otherOtherMar 1, 2012Mar 20, 2012
Eric Brian ShepardWaddell & Reed otherNew England Securities Corporation otherOtherFeb 28, 2012Jan 29, 2014 (701 d)
Christopher William FreemanWaddell & Reed otherUBS Financial Services Inc. wirehouseOtherFeb 28, 2012Feb 28, 2012
Jennifer C NoseckWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 28, 2012Mar 23, 2012
Daniel SuhWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 28, 2012Aug 31, 2012 (185 d)
Kyle Christopher LaubeWaddell & Reed otherU.S. Bancorp Investments, Inc. otherOtherFeb 28, 2012Feb 22, 2012
Olaf Boris KinstlerWaddell & Reed otherTransamerica Financial Advisors, LLC otherOtherFeb 28, 2012Dec 17, 2012 (293 d)
Christopher Lee BentleyWaddell & Reed otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 28, 2012Mar 20, 2012
Juan Francisco PolancoWaddell & Reed otherAmeriprise Financial Services, LLC national BDOtherFeb 24, 2012Mar 13, 2012
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